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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,212 | $169,161-30.7% | $129,295-9.3% | $145,959-19.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.19% | 14348.07%-14331.9pp | 9429.28%-9413.1pp | 561.95%-545.8pp |
| Employer contribution / active EE | $9,767 | $5,543+76.2% | $4,157+134.9% | $4,661+109.5% |
| Participant deferral / active EE | $15,672 | $4,989+214.1% | $4,169+275.9% | $6,689+134.3% |
| Admin fee / account holder | $2,243 | $9,878-77.3% | $7,665-70.7% | $13,398-83.3% |